Your needs expertly handled.
Schwab consultants have one goal: To help you reach your goals. Benefit from our expertise, and rest assured your local branch team is always available to answer questions or provide guidance on your financial strategy.

Rodrigo Esperon
VP - Branch Manager

Peter Cappiello
VP - Financial Consultant

Christopher Carroll
VP - Financial Consultant

David Danvers
VP - Financial Consultant | CFP®

Charles Falzone
VP - Financial Consultant | CFP®

Lori Khoury
VP - Financial Consultant

Ricardo Mckenzie
VP - Financial Consultant

Michael Promis
VP - Financial Consultant

Ian Smith
VP - Financial Consultant

Joe Swain
VP - Financial Consultant | CWS®

John Takita
VP - Financial Consultant
We have one focus: You.
Whether you prefer to manage your own investments or work with a consultant, we support every financial journey and offer tailored solutions for all wealth levels. As your needs evolve, your Schwab team can grow with you - ensuring that your financial strategy stays seamless and aligns with what matters most to you and your family.
Join us for a local workshop
Attend a complimentary workshop to learn more about investing, trading, wealth management, and other topics.
Build a Strong Investing Foundation
Get familiar with basic investment concepts and the key building blocks for a solid investing plan.
50 W Jericho Turnpike
Huntington Station, NY 11746
September 3, 2025
5:30 PM - 6:15 PM
Managing Your Financial Life with Schwab.com
Explore Schwab.com with a Financial Consultant to help you manage your financial planning.
300 ATLANTIC ST
STAMFORD, CT 06901
September 10, 2025
11:45 AM - 12:45 PM
Managing Your Financial Life with Schwab.com
Explore Schwab.com with a Financial Consultant to help you manage your financial planning.
19 E ELM ST
GREENWICH, CT 06830
September 18, 2025
5:00 PM - 6:00 PM